Donald M. Safstrom,  CFP<sup>&reg;</sup> - Financial Advisor

Donald M. Safstrom, CFP®

CPA

Safstrom Financial Advisors, LLC

1201 2nd Avenue, Ste 900
Seattle, WA 98101
(206) 622-6456

General

Donald Safstrom is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Safstrom Financial Advisors, LLC in Seattle, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Startup, Succession Planning, Sudden Wealth, Personal Taxes

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